Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.firstrespondershub.com/llms.txt

Use this file to discover all available pages before exploring further.

Contacts and Leads are related but distinct. A contact is an identity record; a lead is an active pipeline item tied to a specific program (and optionally a specific cohort). Promoting a contact to a lead is how you start actively tracking that person in the Leads pipeline — with status, notes, and activity.

​
When to promote

Use Promote to lead when:
  • An imported or manually-added contact tells you they’re interested in a specific program
  • You want to log calls, emails, or meetings with that contact against a specific program (notes live on the lead, not the contact)
  • You want the contact to show up in pipeline metrics for that offering
You do not need to promote a contact when:
  • They submitted the public Request Program Information form — a lead is created automatically.
  • They started checkout and abandoned it — a cart-abandonment lead is created automatically.
Both of those flows also create the contact record, so the two stay linked.

​
How to promote

  1. Open a contact from the All Contacts table (click the row).
  2. In the detail panel, click Promote to lead.
  3. Pick a program offering (required) and optionally a cohort.
  4. Submit.
Behind the scenes this creates a program_info_request with status active, pre-filled with the contact’s name, email, and phone. The contact now appears in Program Dashboard → Leads and you can manage it there with the full lead tooling (status, notes, activity, waitlists, invitation email).

​
Idempotency

If an active lead already exists for the same contact email and program, the action is a no-op — it returns the existing lead instead of creating a duplicate. You’ll see a toast indicating the lead already exists and can jump directly to it.

​
Permissions

Program owners and instructors can promote contacts to leads.

​
What’s preserved

  • The contact’s email status (active / unsubscribed / bounced) and tags are unchanged.
  • The contact’s original source is unchanged — promoting does not retroactively change how they first arrived.
  • Program interest for the selected offering is either already set (and stays) or gets set by the promotion.